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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Mindset Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
3,707
Value
$1.84M
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of ROK by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,707$1.84M0.4%+404+12.2%AddedHolders
Q1 20263,303$1.19M0.3%+3,303NewHolders